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Companies / Consumer Discretionary / H&R Block, Inc.
HRB

H&R Block, Inc.

Ticker HRBKANSAS CITY, MOFiscal year ends JuneBook value per share $0.91Diluted shares 129.6M

H&R Block, Inc. (NYSE: HRB) provides tax preparation services, financial products and small-business solutions to individuals and businesses, primarily in the United States, Canada and Australia. Clients can have tax returns prepared by professionals in company-owned or franchise offices, in person or virtually, or… From the company’s description.

In fiscal 2026, H&R Block, Inc. reported revenue of $3.95B, up 4.9% from fiscal 2025, and net income of $733.60M. Its operating margin was 23.0%, and operations generated $838.70M in cash.

Fiscal year 2026 · ends 06-30Changes are against fiscal 2025
Sales & profitability
$3.95BFY2026
+4.9% year over year
23.01%FY2026
+1 percentage points
$733.60MFY2026
+21.1% year over year
624.40%FY2026
−57 percentage points
Cash & financing
$838.70MFY2026
+23.2% year over year
$756.08MFY2026
+26.3% year over year
12.69FY2026
Was 16.80× a year earlier
129.6MFY2026
−5.6% year over year

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure.

What H&R Block, Inc. does

In the company’s own words

H&R Block, Inc. (NYSE: HRB) provides tax preparation services, financial products and small-business solutions to individuals and businesses, primarily in the United States, Canada and Australia. Clients can have tax returns prepared by professionals in company-owned or franchise offices, in person or virtually, or prepare and file their own returns using online, mobile and desktop tools. Its financial offerings include refund transfers, prepaid debit cards, spending accounts and tax-related loans, while Block Advisors and Wave provide small businesses with tax, bookkeeping, payroll, advisory and payment-processing services. H&R Block reports one segment covering all continuing operations. Its brands include H&R Block, Block Advisors, Wave, Spruce and Emerald Card. In fiscal 2026, the company generated $3.95 billion in consolidated revenue and prepared 11.3 million assisted U.S. tax returns; clients filed 3.6 million paid DIY online returns. Its website is www.hrblock.com.

Company details
Sector
Consumer Discretionary
Industry (SIC)
Services
Headquarters
KANSAS CITY, MO
Fiscal year end
June
CIK
12659
SIC
7200

Financial performance, year by year

Fiscal 2011–2026 · USD
$-402.82M$783.06M$1.97B$3.15B$4.34B201120122013201420152016201720182019202020222023202420252026

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns H&R Block, Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

402
funds hold it
0 of 35
superinvestors hold it
$2.07B
held by funds, at market
46.2%
of shares held by funds

Largest fund holders · H&R Block, Inc.’s weight in each

iShares Core S&P Mid-Cap ETF
IJH · iShares Trust
0.13%of fund net assets
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%of fund net assets
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY
FTHNX · Capitol Series Trust
1.14%of fund net assets
Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX · Fidelity Rutland Square Trust II
—of fund net assets
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.06%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

Compare this company with peers, find it in your funds and follow its financial history with your connected AI:

  • “How do H&R Block, Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of H&R Block, Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in H&R Block, Inc.'s last four quarterly filings that the numbers alone won't show?”
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